Client Management Analyst

Company Overview

Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifamily properties. The Company’s mission is to empower real estate investors through flexible, fast and relationship-driven private financing.

Learn more at spreocapitalpartners.com

The Opportunity

We are seeking a motivated and driven individual to join our Sherman Oaks, CA office as an Analyst on the Client Management team. The Client Management Analyst will serve as the primary point of contact for Spreo Capital’s Borrowers, collaborating closely with the Credit, Closing, Construction Management and Investment Management functions to deliver a seamless 5-star experience from the receipt of a signed letter of intent to loan payoff. This position requires a passion for client service, exceptional attention to detail and the ability to navigate complex institutional lending processes to identify risk and develop solutions. Ideal candidates will hold a bachelor’s degree and 2–3 years of experience in financial sales, loan processing, client success, mortgage lending and/or real estate.

Key Responsibilities

· Communicate complex concepts effectively, in a client-friendly manner

· Master Spreo Capital’s underwriting guidelines to provide Borrower guidance & support

· Proactively guide clients through the loan origination process, exceeding their needs and expectations

· Collect and review credit-related documents to ensure accuracy, completeness and to minimize back-and-forth requests

· Coordinate with the Closing team, Title/Escrow providers and Borrowers to facilitate timely and frictionless closings

· Assist Clients with construction draw requests, partnering with inspectors and portfolio management for efficient processing

· Collaborate with Loan Officers and internal teams to facilitate proactive portfolio management, thereby reducing delinquency

Qualifications

· 2-5 years of relevant experience in Financial Sales, Customer Success, Loan Processing, mortgage lending, and/or Real Estate

· Bachelor’s degree (preferably in finance, Business or related field)

· The ability to effectively communicate complex concepts clearly to clients

· Strong attention to detail, ability to read legal documents as well as calculate numbers in spreadsheets (basic understanding of Microsoft Excel)

· Excellent written and verbal communication skills

· Successful candidates must be highly motivated and have a proactive mindset

Compensation & Benefits

· Competitive Base Salary (From $75,000 to $85,000 per year)

· Performance based annual bonuses (up to 30%+ of base) based on the following criteria:

o Loan volume processed

o Customer/client satisfaction

o Loan performance/delinquency

o Cross-functional teamwork

· Exceptional growth opportunities in a fast-scaling company committed to internal promotions. This role is a steppingstone to long-term advancement in sales, credit, closing or senior client management positions.

· Ongoing training and professional development opportunities

· Comprehensive Medical, Dental, Vision and 401(k) benefits

Why Join Spreo Capital?

· Thrive in a fast-paced environment within a booming industry.

· Build a true career as a Client Manager, gain exposure to every corner of the company, develop alongside us, and transition into new roles as you grow.

· Make a tangible impact for clients and earn rewards for your hard work and dedication to the cause.

· Join a dynamic team with a culture that celebrates success and collaboration.

Apply Now

If you are looking for an opportunity for a career in private lending and are up to the challenge, you are welcome to apply…

Work Location: This is four (4) days a week in-office role at 15250 Ventura Boulevard, Sherman Oaks, CA.